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Alkami (ALKT) investor relations material
Alkami Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Q2 2025 revenue reached $112.1M, up 36% year-over-year, driven by user growth, acquisitions, and ARPU expansion.
Adjusted EBITDA improved to $11.9M from $4.6M a year ago, surpassing internal targets by over 25%.
Registered users grew 12% to 20.9M, with 280 digital banking clients live.
MANTL acquisition completed in Q1 2025, contributing $10.3M in Q2 revenue and 23–39 new clients.
Remaining performance obligation grew 30% year-over-year to $1.6B, representing 3.7x live ARR.
Financial highlights
ARR increased 32% to $424M; ARR backlog at $68M, mostly to be implemented in the next 12 months.
Subscription revenue comprised 94.5%–95% of total revenue.
Non-GAAP gross margin expanded to 65.1%, up from 63.2% year-over-year; GAAP gross margin was 58.6%.
Adjusted EBITDA margin improved to 10.6% in Q2 2025 from 5.5% in Q2 2024.
Net loss for Q2 2025 was $13.6M, compared to $12.3M in Q2 2024.
Outlook and guidance
Q3 2025 revenue guidance: $112.5M–$114M; full-year 2025 revenue guidance: $443M–$447M (33%–34% growth).
Full-year adjusted EBITDA guidance raised to $51.5M–$54M.
Mantle expected to be dilutive to adjusted EBITDA margin in the near term, with positive contribution in 2026.
Guidance includes impact of global capability center investment.
What is MANTL's ARR uplift for new logos?
User growth split: new vs existing clients?
Why combine Alkami and MANTL sales teams?
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Q3 202530 Oct, 2025
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Frequently asked questions
Alkami Technology Inc. provides cloud-based digital banking solutions for financial institutions, including banks and credit unions. Its platform offers tools for online and mobile banking, enabling users to manage accounts, make transactions, and access financial services securely. The company also provides analytics, marketing, and user engagement features to help financial institutions enhance customer experience and grow their businesses. Alkami serves a wide range of clients, from community banks to mid-sized financial organizations. The company is headquartered in Plano, Texas, and its shares are listed on the NASDAQ.
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